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Cullen/Frost Bankers’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Cullen/Frost Bankers’s Portfolio FNX Stock Details FNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-170
Closed -$19.7K – 1355
2024
Q4 		$19.7K Buy
+170
New +$20.3K ﹤0.01% 789

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cullen/Frost Bankers's FNX Position: Q1 2025 in Review

Cullen/Frost Bankers sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q1 2025, closing a stake of 170 shares — an estimated $19.7K sold.

Cullen/Frost Bankers first reported a position in FNX in Q4 2024 and held it in 1 quarter. The position peaked at $19.7K in Q4 2024. 180 funds tracked by Wall St. Rank hold FNX as of Q1 2025.

  • Cullen/Frost Bankers reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Cullen/Frost Bankers sold 170 First Trust Mid Cap Core AlphaDEX Fund shares in Q1 2025, an estimated $19.7K.
  • Cullen/Frost Bankers first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • Cullen/Frost Bankers's First Trust Mid Cap Core AlphaDEX Fund position peaked at $19.7K in Q4 2024.
  • 180 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q1 2025.

Based on Cullen/Frost Bankers's 13F filing for Q1 2025, filed 2 May 2025.